AI-native automation
Automate work across
eMoney and 
Microsoft OneNoteby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
Help me automate meeting note → CRM activity in eMoney and Microsoft OneNote. Caddi builds the loop and runs it.
See it on your stack
See Caddi run eMoney and Microsoft OneNote together.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use eMoney and Microsoft OneNote together
- 01
Create page in Microsoft OneNote when new plan created in eMoney.
Caddi watches eMoney for new plan created and create page in Microsoft OneNote — no copy-paste, no missed records.
- 02
Create client in eMoney when new page in Microsoft OneNote.
Caddi watches Microsoft OneNote for new page and create client in eMoney so the two systems stay in lockstep.
- 03
Append to page in Microsoft OneNote from eMoney events.
When client data updated happens in eMoney, Caddi append to page in Microsoft OneNote with the right context attached.
Actions Caddi can take across eMoney and Microsoft OneNote
- eMoney
New plan created
Triggers when an advisor creates a new financial plan.
- eMoney
Client data updated
Triggers when a client's profile or assets change.
- eMoney
Create client
Open a new eMoney client record with full household details.
- eMoney
Update plan inputs
Push updated assets, liabilities, or goals into a plan.
- eMoney
Generate plan summary
Render a client-ready plan PDF for review or archiving.
- Microsoft OneNote
New page
Triggers when a new page is added to a notebook.
- Microsoft OneNote
New section
Triggers when a new section is created.
- Microsoft OneNote
Create page
Add a new OneNote page with content.
- Microsoft OneNote
Append to page
Append text or HTML to an existing page.
Common questions
How does Caddi connect eMoney and Microsoft OneNote?
eMoney and Microsoft OneNote just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against eMoney and Microsoft OneNote end-to-end.
Do I need engineering help?
No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.
Can Caddi connect eMoney and Microsoft OneNote to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first eMoney + Microsoft OneNote loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.
Ready to automate eMoney and Microsoft OneNote?
Drop your work email and we'll show you Caddi running end-to-end against eMoney, Microsoft OneNote, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.